IWA
Inspirion Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
656
+62
| +10% | +$41.1K | 0.06% | 103 |
|
|
2025
Q1 | $322K | Buy |
594
+115
| +24% | +$62.3K | 0.04% | 118 |
|
|
2024
Q4 | $301K | Sell |
479
-24
| -5% | -$15.1K | 0.04% | 121 |
|
|
2024
Q3 | $295K | Hold |
503
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $290K | Hold |
503
| – | – | 0.04% | 123 |
|
|
2024
Q1 | $264K | Buy |
+503
| New | +$264K | 0.04% | 123 |
|
|
2022
Q1 | – | Sell |
-463
| Closed | -$212K | – | 111 |
|
|
2021
Q4 | $212K | Buy |
+463
| New | +$212K | 0.04% | 98 |
|